Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2016 • EIN 20-2344918

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 13, 2017

Organization ProfileWWW.LINCOLN-ACADEMY.ORG

View Organization Page

1582 West 3300 NorthPleasant Grove, UT 84062

(801) 756-2039

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.90x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

2.60x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

62nd percentile

5.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

26th percentile

$111,957

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

7.3%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$17,067,244

Down $74,015 (-0.4%) from 2015

Net Assets

Up

$1,667,050

Up $342,643 (+26%) from 2015

Liabilities

Down

$15,400,194

Down $416,658 (-2.6%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin62nd percentile

Revenue

Up

$5,918,114

Up $400,164 (+7.3%) from 2015

Expenses

Up

$5,575,471

Up $349,573 (+6.7%) from 2015

Net Income

Up

$342,643

Up $50,591 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $11,353,692Liabilities 2011: $10,280,671Net Assets 2011: $1,073,0212011Assets 2012: $11,375,452Liabilities 2012: $10,085,463Net Assets 2012: $1,289,9892012Assets 2013: $11,388,978Liabilities 2013: $9,818,447Net Assets 2013: $1,570,5312013Assets 2014: $18,429,166Liabilities 2014: $17,396,811Net Assets 2014: $1,032,3552014Assets 2015: $17,141,259Liabilities 2015: $15,816,852Net Assets 2015: $1,324,4072015Assets 2016: $17,067,244Liabilities 2016: $15,400,194Net Assets 2016: $1,667,0502016Assets 2017: $17,272,713Liabilities 2017: $15,194,271Net Assets 2017: $2,078,4422017Assets 2018: $17,621,134Liabilities 2018: $14,987,585Net Assets 2018: $2,633,5482018Assets 2019: $17,941,368Liabilities 2019: $14,766,315Net Assets 2019: $3,175,0532019Assets 2020: $18,123,063Liabilities 2020: $14,397,637Net Assets 2020: $3,725,4262020Assets 2021: $17,993,351Liabilities 2021: $13,980,054Net Assets 2021: $4,013,2972021Assets 2022: $18,022,202Liabilities 2022: $13,550,133Net Assets 2022: $4,472,0692022Assets 2023: $18,215,109Liabilities 2023: $13,152,392Net Assets 2023: $5,062,7172023

Highlighted filing

2016

Assets$17,067,244
Liabilities$15,400,194
Net Assets$1,667,050
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $3,748,4342011Expenses 2012: $3,810,6182012Expenses 2013: $3,837,8282013Revenue 2014: $4,420,018Expenses 2014: $4,572,097Net Income 2014: -$152,0792014Revenue 2015: $5,517,950Expenses 2015: $5,225,898Net Income 2015: $292,0522015Revenue 2016: $5,918,114Expenses 2016: $5,575,471Net Income 2016: $342,6432016Revenue 2017: $6,362,070Expenses 2017: $5,950,678Net Income 2017: $411,3922017Revenue 2018: $6,728,717Expenses 2018: $6,173,610Net Income 2018: $555,1072018Revenue 2019: $7,130,037Expenses 2019: $6,588,532Net Income 2019: $541,5052019Revenue 2020: $7,617,529Expenses 2020: $7,067,156Net Income 2020: $550,3732020Revenue 2021: $8,311,660Expenses 2021: $7,485,161Net Income 2021: $826,4992021Revenue 2022: $9,107,326Expenses 2022: $8,648,554Net Income 2022: $458,7722022Revenue 2023: $9,677,727Expenses 2023: $9,087,079Net Income 2023: $590,6482023

Highlighted filing

2016

Revenue$5,918,114
Expenses$5,575,471
Net Income$342,643
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 13, 2017
Return Version
2015v3.0
Gross Receipts
$5,929,127
Mission and Program Overview

Mission

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,166,427$11,858,281▼ $308,146
Savings and Temporary Cash Investments$4,245,693$4,510,243▲ $264,550
Pledges and Grants Receivable$47,900$66,842▲ $18,942
Prepaid Expenses and Deferred Charges$13,508$16,592▲ $3,084
Cash and Non-Interest-Bearing Accounts$42,981$14,475▼ $28,506
Accounts Receivable$4,396$2,097▼ $2,299
Total Assets$17,141,259$17,067,244▼ $74,015
Other Assets Total$620,354$598,714▼ $21,640
Liabilities
Tax Exempt Bond Liabilities$15,295,000$15,010,000▼ $285,000
Accounts Payable and Accrued Expenses$417,000$232,361▼ $184,639
Deferred Revenue$100,749$157,833▲ $57,084
Unsecured Notes Loans Payable$4,103--
Total Liabilities$15,816,852$15,400,194▼ $416,658
Net Assets / Fund Balance
Unrestricted Net Assets$1,306,552$1,649,195▲ $342,643
Temporarily Rstr Net Assets$17,855$17,855→ $0
Total Net Assets Fund Balance$1,324,407$1,667,050▲ $342,643
Total Liabilities and Net Assets / Fund Balance$17,141,259$17,067,244▼ $74,015

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,903,450$1,943,112$11,846,562
Land$1,377,883-$1,377,883
Equipment$289,353$300,866$590,219
Leasehold Improvements$287,595$74,640$362,235
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$93,618$18,339$111,957

Board Members and Trustees

NameTitle
Julie WalkerPresident
Jennie OhlundBoard Member
Jeremy KirkhamBoard Member
Maria JohnsonBoard Member
Mark BishopBoard Member
Mckinley OswaldBoard Member
Byron LawrenceTreasurer
Kim CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,598,102
Program Service Revenue
$251,780
Investment Income
$18,730
Other Revenue
$49,502
All Other Contributions
$67,544
Change in Net Assets
$342,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,918,114
Revenue Not Reported on Form 990
$8,841
Total Revenue per Audited Statements
$5,926,955
Total Revenue per Form 990
$5,918,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,472,853
Other Expenses$2,102,618
Total Fundraising Expense$3,003
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,501,553$172,866$11$2,674,430
Interest$606,721$55,198$1,720$663,639
Depreciation Depletion$427,239$35,630$1,110$463,979
Other Employee Benefits$389,957$5,000-$394,957
Payroll Taxes$202,035--$202,035
Occupancy$194,737--$194,737
Fees for Services Other$107,875$63,391$59$171,325
Pension Plan Contributions$62,640$45,172$1$107,813
Current Officers, Directors, Trustees, and Key Employees$93,618--$93,618
All Other Expenses$37,386$2,198$20$39,604
Office Expenses$28,895$9,913-$38,808
Information Technology$25,106$13,250-$38,356
Other Expenses$21,354$13,584$82$35,020
Insurance$32,898--$32,898
Fees for Services Accounting-$15,500-$15,500
Travel$4,150--$4,150
Advertising$1,535--$1,535
Total Functional Expenses$5,122,662$449,806$3,003$5,575,471

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,584,312
Expenses per Audited Statements$5,575,471
Total Expenses per Form 990$5,575,471
Expenses Not Reported on Form 990$8,841
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,753
Fundraising Direct Expenses$11,013
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$15,660$15,660$9,699$5,961
Dollar Dress Da$6,828$6,828-$6,828
Total Events$22,488$22,488$9,699$12,789
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mrs SmithSister of BoardEmployeeNo$39,060
Mrs BishopSis-in-law of BEmployeeNo$9,322
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authori2014-03-04-Refund bonds and additional construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,633,561--$307,670

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board reviews form 990 and approves its filing.”

Form 990, Page 6, Part VI, Line 12C

“Board reviews and approves any transactions with related parties.”

Form 990, Page 6, Part VI, Line 15A

“The salary schedule for all employees, director included, is compiled and reviewed annually by the board. Salaries are based upon position, education, and number of years of experience.”

Form 990, Page 6, Part VI, Line 15B

“The salary schedule for all employees, director included, is compiled and reviewed annually by the board. Salaries are based upon position, education, and number of years of experience.”

Form 990, Page 6, Part VI, Line 19

“Governing documents area available upon request just as forms 990.”

Filing and Contact Details

Filer

Filer Name
Lincoln Academy
EIN
20-2344918
Phone
8017562039
Address
1582 WEST 3300 NORTH, PLEASANT GROVE, UT 84062

Signing Officer

Name
Jacob Hunt
Title
Principal
Phone
8017562039
Signed
2017-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Hunt
Formed
2004
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
126
Volunteers
293

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expense 11,013 gain on capital asset -2,172 fundraising expense -11,013 gain on capital asset 2,172”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expense 11,013 gain on capital asset -2,172”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expense 11,013 gain on capital asset -2,172”

Raw XML AppendixShowing 400 of 520 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt019880
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019880
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0194737
IRS990/OccupancyGrp/TotalAmt0194737
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09913
IRS990/OfficeExpensesGrp/ProgramServicesAmt028895
IRS990/OfficeExpensesGrp/TotalAmt038808
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0620354
IRS990/OtherAssetsTotalGrp/EOYAmt0598714
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05000
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0389957
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0394957
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt082
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018104
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113584
IRS990/OtherExpensesGrp/ProgramServicesAmt0187188
IRS990/OtherExpensesGrp/ProgramServicesAmt1117557
IRS990/OtherExpensesGrp/ProgramServicesAmt280218
IRS990/OtherExpensesGrp/ProgramServicesAmt321354
IRS990/OtherExpensesGrp/TotalAmt0187188
IRS990/OtherExpensesGrp/TotalAmt1135661
IRS990/OtherExpensesGrp/TotalAmt280218
IRS990/OtherExpensesGrp/TotalAmt335020
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03882
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03882
IRS990/OtherRevenueTotalAmt03882
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0172866
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02501553
IRS990/OtherSalariesAndWagesGrp/TotalAmt02674430
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0202035
IRS990/PayrollTaxesGrp/TotalAmt0202035
IRS990/PensionPlanContributionsGrp/FundraisingAmt01
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt045172
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt062640
IRS990/PensionPlanContributionsGrp/TotalAmt0107813
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047900
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt066842
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013508
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016592
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0168161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt183619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0168161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt183619
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0397402
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0168161
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE STUDENT ACTIVITIES AND AFTER SCHOOL SPORTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013883
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05334557
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-62487
IRS990/PYOtherExpensesAmt02035723
IRS990/PYOtherRevenueAmt032312
IRS990/PYProgramServiceRevenueAmt0213568
IRS990/PYRevenuesLessExpensesAmt0292052
IRS990/PYSalariesCompEmpBnftPaidAmt03190175
IRS990/PYTotalExpensesAmt05225898
IRS990/PYTotalRevenueAmt05517950
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0342643
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt019880
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt083619
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04245693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04510243
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09903450
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01943112
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011846562
IRS990ScheduleD/EquipmentGrp/BookValueAmt0289353
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0300866
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0590219
IRS990ScheduleD/ExpensesNotReportedAmt08841
IRS990ScheduleD/ExpensesSubtotalAmt05575471
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0287595
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt074640
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0362235
IRS990ScheduleD/OtherExpensesIncludedAmt08841
IRS990ScheduleD/OtherRevenueAmt08841
IRS990ScheduleD/RevenueNotReportedAmt08841
IRS990ScheduleD/RevenueSubtotalAmt05918114
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 11,013 GAIN ON CAPITAL ASSET -2,172
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 11,013 GAIN ON CAPITAL ASSET -2,172
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011858281
IRS990ScheduleD/TotalExpensesPerForm990Amt05575471
IRS990ScheduleD/TotalRevenuePerForm990Amt05918114
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05926955
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05584312
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS ITS CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES STATE AND FEDERAL GRANTS FOR ITS OPERATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09699
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DOLLAR DRESS DA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022488
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012789
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09699
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09699
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT 04/27/16
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-03-04
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754THQ9
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND BONDS AND ADDITIONAL CONSTRUCTION
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,067,244
Liabilities
$15,400,194
Net assets
$1,667,050
Revenue
$5,918,114
Expenses
$5,575,471
Net income
$342,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$18.2$13.2$5.06$9.68$9.09$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$13.6$4.47$9.11$8.65$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$14.0$4.01$8.31$7.49$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$14.4$3.73$7.62$7.07$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$14.8$3.18$7.13$6.59$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$15.0$2.63$6.73$6.17$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$15.2$2.08$6.36$5.95$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.1$15.4$1.67$5.92$5.58$0.34
2015Detailed filing. Detailed filing data is available for this year.$17.1$15.8$1.32$5.52$5.23$0.29
2014Summary only. Only limited summary data is available for this year.$18.4$17.4$1.03$4.42$4.57$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$9.82$1.57$3.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.1$1.29$3.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.3$1.07$3.75